Setting Up Your AI Agent

Setting Up Your AI Agent

Complete guide to configuring your AI Agent from scratch.

Step-by-Step Setup

  1. Create the Agent — Navigate to Agents > Create Agent
  2. Connect an LLM — Integrate ChatGPT, Claude, Gemini, or Deepseek
  3. Add Knowledge Sources — Upload files, connect websites, add FAQs
  4. Configure Persona — Set tone, language, answer length, and style
  5. Set Custom Instructions — Define rules and boundaries
  6. Configure Handoff — Set conditions for human agent transfer
  7. Deploy — Assign to a channel and activate

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